Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MLR (Miller Industries, Inc.) 31.09% 10.02% 15.36% 5.28% 10.89% 10.23% 6.68%
Data as of 06/04/2026, Common starting date is 08/02/1994
More Performance Analytics Comparison
Name Start Date End Date
MLR (Miller Industries, Inc.) 08/02/1994 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) -0.18 10.02 15.36 5.28 10.89 10.23 6.68 31.09 -40.51 56.58 61.77 -17.93 -10.51 4.75 40.68 7.49 0.33 25.21 7.97 15.17 26.29 0.23 13.84 26.41 114.15 -61.29 -42.96 18.28 79.56 50.47 120.23 7.57 12.71 -80.43 -36.11 -58.62 -45.63 263.64 59.68 37.78
Sharpe Ratio NA 0.16 0.33 0.07 0.30 NA NA 3.09 -1.22 1.52 2.05 -0.72 -0.41 0.10 1.49 0.22 -0.01 0.95 0.22 0.55 1.02 0.01 0.35 0.65 2.39 -1.12 -0.98 0.35 2.18 1.40 2.57 0.11 0.11 -0.70 -0.55 -0.90 -0.77 5.98 1.75 2.62
Standard Deviation(%) NA 29.06 32.54 30.56 30.88 NA NA 26.93 36.01 34.88 28.59 26.80 25.80 42.74 26.33 27.77 28.10 26.40 36.95 27.58 25.82 28.87 39.96 40.55 47.67 55.58 47.17 42.74 35.39 35.32 46.58 59.67 98.39 120.74 71.58 68.70 64.12 42.87 31.75 42.74
Draw Down(%) NA 22.80 52.70 52.70 53.25 NA NA 9.43 47.58 17.00 12.29 36.67 31.75 30.51 23.88 19.62 15.29 12.30 30.91 21.74 13.00 17.50 29.14 21.57 17.69 63.88 53.64 44.47 23.79 29.38 20.26 42.68 73.62 89.29 69.16 64.71 59.94 20.00 14.84 13.74
Yield(%) 0.43 1.82 2.35 1.91 3.47 4.15 2.66 1.12 1.22 1.83 2.72 2.15 1.93 1.95 2.63 2.82 2.73 3.20 3.14 3.27 3.53 3.28 3.28 0.84 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 08/02/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLR (Miller Industries, Inc.) -62.74%
Dec 1997 – Dec 2000
-53.84%
Oct 1996 – Oct 2001
-16.70%
Nov 1996 – Nov 2006
-13.21%
Nov 1996 – Nov 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLR (Miller Industries, Inc.) 105.64%
Apr 2003 – Apr 2006
55.02%
Feb 2002 – Feb 2007
24.00%
Oct 2001 – Oct 2011
18.04%
Feb 2002 – Feb 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return